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CNK Stock Analysis - Cinemark Holdings, Inc. AI Rating

CNK NYSE Services-Motion Picture Theaters DE CIK: 0001385280
Recently Updated • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
AI Rating
SELL
75% Confidence

📊 CNK Key Takeaways

Revenue: $3.1B
Net Margin: 4.4%
Free Cash Flow: $-62.0M
Current Ratio: 1.27x
Debt/Equity: 9.74x
EPS: $1.04
AI Rating: SELL with 75% confidence

Investment Thesis

Cinemark exhibits severe financial distress with negative free cash flow (-$62M), minimal interest coverage (2.1x), and extremely high leverage (9.74x debt-to-equity) that threatens sustainability. While revenue shows modest growth (+2.1% YoY) and net margins are stable at 4.4%, the company's ability to service its $1.9B debt burden is questionable given declining diluted EPS (-49.5% YoY) and inadequate operating cash generation relative to capital expenditure requirements.

CNK Strengths

  • + Modest revenue growth of 2.1% YoY indicating operational demand recovery
  • + Positive net income of $138.2M with stable 4.4% net margin despite industry challenges
  • + Adequate current ratio of 1.27x providing near-term liquidity cushion

CNK Risks

  • ! Critically negative free cash flow of -$62.0M indicates company is burning cash and cannot fund operations and capex from operations
  • ! Extreme leverage at 9.74x debt-to-equity with $1.9B long-term debt creates significant refinancing and solvency risk
  • ! Dangerously low interest coverage ratio of 2.1x leaves minimal margin for operational deterioration or rate increases
  • ! Diluted EPS collapsed 49.5% YoY despite modest net income growth, indicating significant equity dilution
  • ! Zero cash reserves heightens vulnerability to unexpected shocks or debt covenant violations

Key Metrics to Watch

CNK Financial Metrics

Revenue
$3.1B
Net Income
$138.2M
EPS (Diluted)
$1.04
Free Cash Flow
$-62.0M
Total Assets
$4.9B
Cash Position
$0.0

💡 AI Analyst Insight

Cinemark Holdings, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

CNK Profitability Ratios

Gross Margin N/A
Operating Margin 4.9%
Net Margin 4.4%
ROE 70.9%
ROA 2.8%
FCF Margin -2.0%

CNK vs Default Sector

How Cinemark Holdings, Inc. compares to Default sector averages

Net Margin
CNK 4.4%
vs
Sector Avg 12.0%
CNK Sector
ROE
CNK 70.9%
vs
Sector Avg 15.0%
CNK Sector
Current Ratio
CNK 1.3x
vs
Sector Avg 1.8x
CNK Sector
Debt/Equity
CNK 9.7x
vs
Sector Avg 0.7x
CNK Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

CNK Balance Sheet & Liquidity

Current Ratio
1.27x
Quick Ratio
1.24x
Debt/Equity
9.74x
Debt/Assets
19.6%
Interest Coverage
2.13x
Long-term Debt
$1.9B

CNK 5-Year Financial Trend

CNK 5-year financial data: Year 2021: Revenue $3.3B, Net Income $191.4M, EPS $1.63. Year 2022: Revenue $2.5B, Net Income -$616.8M, EPS $-5.25. Year 2023: Revenue $3.1B, Net Income -$422.8M, EPS $-3.55. Year 2024: Revenue $3.1B, Net Income -$271.2M, EPS $-2.26. Year 2025: Revenue $3.1B, Net Income $188.2M, EPS $1.34.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Cinemark Holdings, Inc.'s revenue has remained relatively flat over the 5-year period, with a 5% decline. The most recent EPS of $1.34 reflects profitable operations.

CNK Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-2.0%
Free cash flow / Revenue

CNK Quarterly Performance

Quarterly financial performance data for Cinemark Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $857.5M $49.5M $0.40
Q2 2025 $734.2M $45.8M $0.32
Q1 2025 $540.7M $24.8M $0.19
Q3 2024 $874.8M $90.2M $0.61
Q2 2024 $734.2M $45.8M $0.32
Q1 2024 $579.2M -$3.1M $-0.03
Q3 2023 $650.4M $24.5M $-0.20
Q2 2023 $744.1M $73.4M $-0.61

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

CNK Capital Allocation

Operating Cash Flow
$27.7M
Cash generated from operations
Capital Expenditures
$89.7M
Investment in assets
Dividends
None
No dividend program

CNK SEC Filings

Access official SEC EDGAR filings for Cinemark Holdings, Inc. (CIK: 0001385280)

📋 Recent SEC Filings

Date Form Document Action
Mar 2, 2026 4 xslF345X05/ownership.xml View →
Mar 2, 2026 4 xslF345X05/ownership.xml View →
Feb 24, 2026 4 xslF345X05/ownership.xml View →
Feb 24, 2026 4 xslF345X05/ownership.xml View →
Feb 24, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about CNK

What is the AI rating for CNK?

Cinemark Holdings, Inc. (CNK) has an AI rating of SELL with 75% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CNK's key strengths?

Modest revenue growth of 2.1% YoY indicating operational demand recovery. Positive net income of $138.2M with stable 4.4% net margin despite industry challenges.

What are the risks of investing in CNK?

Critically negative free cash flow of -$62.0M indicates company is burning cash and cannot fund operations and capex from operations. Extreme leverage at 9.74x debt-to-equity with $1.9B long-term debt creates significant refinancing and solvency risk.

What is CNK's revenue and growth?

Cinemark Holdings, Inc. reported revenue of $3.1B.

Does CNK pay dividends?

Cinemark Holdings, Inc. does not currently pay dividends.

Where can I find CNK SEC filings?

Official SEC filings for Cinemark Holdings, Inc. (CIK: 0001385280) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CNK's EPS?

Cinemark Holdings, Inc. has a diluted EPS of $1.04.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 22, 2026 | Data as of: 2025-12-31 | Powered by Claude AI